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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,013 | $91,536+47.5% | $130,062+3.8% | $75,177+79.6% |
| Participation rate | 76.1% | 71.5%+4.6pp | 78.5%-2.4pp | 67.2%+8.9pp |
| Annual return | 17.96% | -631.62%+649.6pp | -137.37%+155.3pp | 160.75%-142.8pp |
| Employer contribution / active EE | $1,087 | $2,845-61.8% | $4,322-74.9% | $2,671-59.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,833 | $6,780-14.0% | $10,601-45.0% | $5,651+3.2% |